+73,925.9%
NVDA vs LPLA
+1,275.5%
+72,650.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -1.0% |
| 7D | +3.8% | -2.1% | +5.9% | +4.7% |
| 30D | +0.8% | -3.3% | +4.1% | +2.0% |
| 3M | +8.2% | +23.5% | -15.3% | -1.1% |
| 6M | +27.1% | +12.0% | +15.1% | +19.7% |
| YTD | +21.2% | -1.7% | +22.9% | +19.3% |
| 1Y | +34.3% | +3.2% | +31.1% | +29.0% |
| 3Y | +396.3% | +46.2% | +350.0% | +310.1% |
| 5Y | +913.8% | +144.9% | +768.9% | +577.8% |
| 10Y | +14,572.5% | +1,195.1% | +13,377.4% | +5,383.9% |
| All | +73,925.9% | +1,275.5% | +72,650.4% | +22,642.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling